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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,856 | $54,763+33.0% | $90,324-19.3% | $72,976-0.2% |
| Participation rate | 18.4% | 65.2%-46.8pp | 73.3%-54.9pp | 69.5%-51.1pp |
| Annual return | 19.93% | 30.63%-10.7pp | 78.15%-58.2pp | 81.02%-61.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,067 | $2,887-63.1% | $3,885-72.5% | $3,608-70.4% |
| Admin fee / account holder | $5,276 | $3,973+32.8% | $5,356-1.5% | $5,124+3.0% |